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Mar 28, 20192 min read
Inherited Real Estate That You Don’t Want? Here’s What to Do
”Getting an inheritance when a loved one dies, doesn’t always feel like a windfall — especially when it’s real estate that you don’t...
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Mar 27, 20192 min read
What Legal Documents Will You Need to Raise Your Grandchildren?
“While there are differing reasons for this, ranging from drug use or inability to care for the child, various legal issues arise when...
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Mar 26, 20192 min read
Digital Assets in Estate Planning: The Brave New World of Estate Planning
“According to a new report from Kaspersky Lab, more than one in 10 people have now used cryptocurrency to make a purchase. As this number...
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Mar 25, 20192 min read
Plan Before a Health Crisis Strikes
“We were too young, we would have plenty of time when we are older, when life was slower, right? Or so we thought. I made a guess about...
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Mar 22, 20192 min read
How Trusts Help Estate Planning
“Although there are dozens of types of trusts, the most common trust used for these purposes is a revocable living trust.” The reason the...
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Mar 21, 20193 min read
Family Meetings and Trustworthy Siblings Needed to Help Aging Parents
“If your parents are at a point where they struggle with their financial affairs, increasing your family communication can help them get...
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Mar 20, 20193 min read
Social Security and Divorce
“Did you know Social Security spousal benefits extend to certain ex-spouses who have gotten divorced?” Almost 70% of unmarried retired...
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Mar 19, 20193 min read
How to Combat Elder Financial Abuse
“Regulators are stepping up efforts to protect seniors. However, you still need to create your own safety net.” One estimate is that the...
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Mar 18, 20192 min read
When Should You Have Your Estate Plan Done?
“If you have at least gone to the trouble of making a will, consider yourself ahead of the curve and pat yourself on the back.” But don’t...
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Mar 15, 20192 min read
Using Trusts to Maintain Control of Inheritances
“Why would you leave an inheritance to a trust for a beneficiary rather than “outright” to the beneficiary? The answer is control.” For...
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Mar 14, 20192 min read
When Was the Last Time You Talked with Your Estate Planning Attorney?
The Tax Cuts and Jobs Act signed into law in December 2017 could have a major impact, not only on estate tax planning but also on income...
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Mar 13, 20192 min read
Power of Attorney, Living Wills: Before a Crisis Strikes
“Aging parents who need support from adult children do not always have power of attorney documents completed before caregiving begins....
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Mar 12, 20192 min read
A Checklist for Your Family
“If you are among the 30% of adult Americans who have prepared an estate plan, congratulations. By taking the steps needed to create a...
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Mar 11, 20193 min read
Is There Such a Thing as a Good Death?
“According to a 2017 Kaiser Foundation study, seven in 10 Americans hope to die at home. However, half die in nursing homes and...
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Mar 8, 20192 min read
Your Most Important Asset Is Not Your Bank Account
“A wise person once said, “Do not regret growing older. It is a privilege denied to many.” I agree. I also firmly believe that with...
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Mar 7, 20192 min read
Timing Is Everything Where Medicare’s Concerned
“Medicare requires enrollees to sign up during a limited window before and after their 65th birthday. Failing to do so, leads to stiff...
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Mar 6, 20192 min read
Bored in Retirement? Find Your Essential Self, For Starters
“Seventy-eight million strong and hitting this artificial finish line of 65 at the rate of 10,000 per day, boomers everywhere are...
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Mar 5, 20192 min read
Moving to a Care Community? Check the Fine Print
“When you have finally decided to move from home to a senior retirement community that has levels of care—or when moving to a personal...
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Mar 4, 20192 min read
Three Factors to Consider, When Deciding When to Claim Social Security Benefits
“Chances are, Social Security will constitute a major income source for you in retirement, which is why the decision to file shouldn't be...
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Mar 1, 20192 min read
Time to Review Your Charitable Giving
“Wealthy families got massive estate-tax savings under the new tax law. The estate-tax exclusion was doubled, from $5.49 million per...
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